Webinar: IRA Beneficiary Designations & Distributions Part B: Successor Beneficiaries & Deaths After January 1, 2020
March 30, 2023 3:00 pm - 4:30 pm
Part B of this two-part program will sew up any remaining questions about IRA beneficiary designations and distributions – especially regarding deaths occurring on or after January 1, 2020.
You’ll also learn about the effect of IRS-proposed regulations that are on the horizon. Don’t miss it!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Discuss beneficiary options for deaths occurring on or after January 1, 2020
- Review the beneficiary options on the quick reference charts
- Comprehend several special and complex rules contained in the IRS-proposed regulations
- Understand how to handle contested beneficiary designations
- Observe certain beneficiary election deadlines, including the new deadline for certain spouse beneficiary elections
WEBINAR DETAILS
Join us as we expand on many of our Part A beneficiary consideration topics, including a detailed discussion of beneficiary options for deaths occurring on or after January 1, 2020, and a review of the complex and often confusing successor beneficiary options. This session will also include information on reporting requirements and an explanation of beneficiary separate accounting rules and implications. In addition, you’ll learn about the impact that recently issued IRS proposed regulations will have on IRA beneficiary distributions.
WHO SHOULD ATTEND?
Everyone at your organization who is involved with IRA accounts will benefit, including service representatives, operations personnel, compliance staff, administrative staff, management, trust department staff, and those licensed for insurance and securities.
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: Frank LaLoggia, LaLoggia Consulting Inc.
Frank LaLoggia is the President of LaLoggia Consulting, Inc., a pension consulting firm that assists financial organizations with ongoing support in the creation, development, and marketing of their retirement plans offerings.
Frank coordinates and conducts pension seminars and training programs throughout the United States, including in-house IRA, HSA, and employer retirement plan training. With over 40 years of experience, he has assisted many leading financial organizations in the pension and financial services industries.